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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,836 | $129,959-80.1% | $104,301-75.2% | $134,532-80.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.93% | 42.04%-56.0pp | 24.61%-38.5pp | 418.27%-432.2pp |
| Employer contribution / active EE | $2,099 | $4,185-49.9% | $3,373-37.8% | $4,741-55.7% |
| Participant deferral / active EE | $3,122 | $5,589-44.1% | $4,626-32.5% | $6,401-51.2% |
| Admin fee / account holder | $298 | $9,325-96.8% | $7,340-95.9% | $11,429-97.4% |